Step 1: Click the above Button on the Website Page

1. This button should be hyperlinked to the Google Drive folder URL that contains the Google Docs.

2. Clicking the button will open a new browser tab or window displaying the folder inside Google Drive.

Step 2: Locate the Google Docs File

1. Inside the opened Google Drive folder, you’ll see a list or grid of documents.

2. Identify the file you want to download as PDF. You can find it by the name of the prospect.

Step 3: Open the Desired Google Docs File

1. Double-click the document name or icon to open it.

2. This opens the file in a new browser tab using the Google Docs editor.

3. Wait for the document to load fully—check that all content appears and formatting is intact.

Step 4: Download the File as a PDF

1. In the Google Docs tab, go to the top-left corner and click on File in the menu bar.

2. In the dropdown menu, hover over Download.

3. A side menu will appear. Click on PDF Document (.pdf).

   ✅ This will automatically begin the download process.

4. Depending on your browser settings:

   • The file will either be saved to your default downloads folder automatically.

   • Or, you will be prompted to choose a location and filename.

Step 5 (Optional): Rename or Organize the Downloaded File

1. Go to your Downloads folder (or the folder where the file was saved).

2. Rename the PDF file for easier access or identification (e.g., ClientName_Tax_Strategy.pdf).

3. Move it to the appropriate project folder on your computer if needed.

Troubleshooting Tips

• If the button doesn’t open the folder: Right-click the button, copy the link address, and paste it directly into a new browser tab.

• If you see a “View only” message: You will still be able to download if the owner has given download permissions.

• If there’s no “Download as PDF” option: You may not be signed in. Sign into your Google account and reload the document.

Summary for Quick Reference